HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible
13F holders, Q1 2025 (March 31)78holders +4
14new positions
12sold out
2famous investors
$47.02avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, up 4 from Q4 2024. 14 opened new positions and 12 sold out. The largest holders were Voya Investment Management LLC ($156.1M), BlackRock, Inc. ($119.7M) and Shaolin Capital Management LLC ($96.7M). 2 famous investors held it, including Mario Gabelli ( of GAMCO Investors's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- HP Enterprise Co. (hpe 7.625 09/01/27)
- Filed as
- HEWLETT PACKARD ENTERPRISE C (Q1 2025)
- CUSIP
- 42824C208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $87.8M |
| Exits | 12 | $90.4M |
All 13F filers, Q4 2024 → Q1 2025: 3,511,132 shares bought and 5,437,009 shares sold, net −1,925,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Voya Investment Management LLC | — | Add +0.5% | 3,269,175 | $156.1M |
| BlackRock, Inc. | — | Reduce -3.4% | 2,506,689 | $119.7M |
| Shaolin Capital Management LLC | — | Reduce -19.2% | 2,019,911 | $96.7M |
| Aequim Alternative Investments LP | — | No change | 1,800,000 | $85.9M |
| Calamos Advisors LLC | — | Add +0.5% | 1,698,156 | $81.1M |
| Franklin Resources Inc. | — | Reduce -8.7% | 1,462,525 | $69.8M |
| Sona Asset Management (us) LLC | — | No change | 1,400,000 | $67.1M |
| Manufacturers Life Insurance Company, The | — | Reduce -4.5% | 1,126,510 | $54.0M |
| Van Eck Associates Corp. | — | Reduce -8.0% | 988,107 | $47.2M |
| Portman Square Capital LLP | — | New | 950,000 | $45.4M |
| Ameriprise Financial Inc. | — | Reduce -1.3% | 793,496 | $38.2M |
| Angelo Gordon & Co., L.P. | — | No change | 650,000 | $31.1M |
| MacKay Shields LLC | — | Add +97.8% | 611,725 | $29.3M |
| Nuveen, LLC | — | — | 583,402 | $27.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 569,500 | $27.2M |
| Susquehanna Advisors Group, Inc. | — | Reduce -38.3% | 564,936 | $27.0M |
| Wells Fargo & Company | — | Add +880.7% | 521,774 | $24.9M |
| Credit Industriel Et Commercial | — | Add +233.3% | 500,000 | $23.9M |
| State Street Corp. | — | Reduce -6.0% | 454,000 | $21.9M |
| Advent Capital Management | — | Reduce -22.2% | 369,799 | $17.6M |
| FMR LLC | — | Reduce -41.7% | 365,105 | $17.5M |
| Clearbridge Investments, LLC | — | Add +34.0% | 328,262 | $15.7M |
| Healthcare of Ontario Pension Plan Trust Fund | — | No change | 270,000 | $12.9M |
| Westwood Holdings Group Inc. | — | No change | 260,000 | $12.4M |
| Magnetar Financial LLC | — | New | 250,000 | $12.0M |
| Ssi Investment Management LLC | — | Add +43.4% | 248,845 | $11.9M |
| Pier 88 Investment Partners LLC | — | Reduce -34.0% | 233,780 | $11.2M |
| Bank of America Corp. | — | Add +25.4% | 222,282 | $10.6M |
| Raymond James Financial Inc. | — | Add +26.1% | 189,345 | $9.0M |
| Wolverine Asset Management LLC | — | Reduce -22.1% | 161,784 | $7.8M |
| HBK Investments L P | — | Reduce -40.0% | 150,000 | $7.2M |
| Context Capital Management, LLC | — | Reduce -25.0% | 150,000 | $7.2M |
| BlueCrest Capital Management Ltd | — | Add +196.4% | 149,373 | $7.1M |
| Gabelli Funds LLC | — | Add +105.7% | 144,000 | $6.9M |
| Invesco Ltd. | — | No change | 130,000 | $6.2M |
| Morgan Stanley | — | Add +13.8% | 125,954 | $6.0M |
| Barclays PLC | — | Reduce -50.8% | 124,674 | $6.0M |
| Two Sigma Investments, LP | — | Reduce -79.5% | 118,200 | $5.6M |
| River Road Asset Management, LLC | — | Add +27.6% | 92,182 | $4.4M |
| Federated Hermes, Inc. | — | No change | 58,591 | $2.9M |
| Citigroup Inc. | — | Reduce -28.9% | 59,006 | $2.8M |
| Man Group plc | — | No change | 52,288 | $2.5M |
| Laffer Tengler Investments, Inc. | — | Add +0.2% | 51,090 | $2.4M |
| American Century Companies Inc. | — | Reduce -7.5% | 38,524 | $1.8M |
| Chicago Capital Management, LLC | — | New | 32,900 | $1.6M |
| Peloton Wealth Strategists | — | Add +109.8% | 26,325 | $1.3M |
| Palisade Capital Management, LP | — | Add +66.7% | 25,000 | $1.2M |
| Goldman Sachs Group Inc. | — | Reduce -57.1% | 21,450 | $1.0M |
| Jane Street Group, LLC | — | Reduce -97.5% | 17,428 | $832K |
| SG Americas Securities, LLC | — | Reduce -58.4% | 15,795 | $754K |
| Infrastructure Capital Advisors, LLC | — | Reduce -92.1% | 14,976 | $715K |
| Envestnet Asset Management Inc. | — | Add +50.9% | 12,442 | $594K |
| Regal Investment Advisors LLC | — | New | 11,415 | $545K |
| Game Creek Capital, LP | — | Add +50.0% | 11,250 | $537K |
| Calamos Wealth Management LLC | — | Reduce -3.9% | 10,522 | $502K |
| Central Pacific Bank - Trust Division | — | Add +43.8% | 10,485 | $501K |
| AlphaCore Capital LLC | — | New | 9,967 | $476K |
| Samalin Investment Counsel, LLC | — | Add +13.4% | 9,137 | $436K |
| Oppenheimer & Co. Inc. | — | Reduce -36.1% | 8,878 | $424K |
| Russell Investments Group, Ltd. | — | Reduce -41.6% | 425,000 | $406K |
| JPMorgan Chase & Co. | — | Reduce -88.8% | 8,200 | $391K |
| Fiduciary Trust Co | — | New | 7,500 | $358K |
| GAMCO Investors | — | Add +16.7% | 7,000 | $334K |
| Teton Advisors, Inc. | — | No change | 5,000 | $239K |
| Sei Investments Co. | — | New | 4,454 | $212K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 3,550 | $169K |
| Osaic Holdings, Inc. | — | Reduce -0.8% | 3,050 | $146K |
| Bank of Montreal | — | Reduce -96.1% | 2,501 | $119K |
| Lazard Asset Management LLC | — | New | 1,367 | $65K |
| Tower Research Capital LLC (TRC) | — | New | 823 | $39K |
| Millennium Management | — | New | 38,050 | $36K |
| Steward Partners Investment Advisory, LLC | — | Reduce -16.5% | 676 | $32K |
| US Bancorp \de | — | New | 380 | $18K |
| Lanark Financial, Inc. | — | — | 280 | $13K |
| UMB Bank, n.a. | — | Add +60.8% | 127 | $6K |
| Wealth Preservation Advisors, LLC | — | — | 43 | $2K |
| Millstone Evans Group, LLC | — | New | 12 | $573 |
| UBS Group AG | — | New | 8 | $382 |
"% of holder's portfolio" is HP ENTERPRISE CO (HPE 7.625 09/01/27)'s weight in each manager's 13F, not the share of HP Enterprise Co. (hpe 7.625 09/01/27) the manager owns.